RTD Financial Advisors’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

RTD Financial Advisors’s Portfolio GWX Stock Details GWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.47M	Sell	124,894 -741	-0.6%	-$33.5K	0.6%	39
2026 Q1	$5.31M	Sell	125,635 -861	-0.7%	-$37.5K	0.65%	39
2025 Q4	$5.17M	Sell	126,496 -2,849	-2%	-$115K	0.63%	39
2025 Q3	$5.2M	Sell	129,345 -1,956	-1%	-$75.7K	0.62%	38
2025 Q2	$4.88M	Sell	131,301 -314	-0.2%	-$10.8K	0.62%	37
2025 Q1	$4.21M	Sell	131,615 -792	-0.6%	-$25.4K	0.57%	39
2024 Q4	$4.1M	Sell	132,407 -548	-0.4%	-$17.7K	0.53%	40
2024 Q3	$4.54M	Sell	132,955 -284	-0.2%	-$9.25K	0.57%	40
2024 Q2	$4.23M	Hold	133,239	–	–	0.57%	40
2024 Q1	$4.33M	Sell	133,239 -284	-0.2%	-$8.88K	0.58%	39
2023 Q4	$4.24M	Sell	133,523 -3,943	-3%	-$116K	0.6%	39
2023 Q3	$4.01M	Sell	137,466 -1,417	-1%	-$43.3K	0.61%	38
2023 Q2	$4.24M	Sell	138,883 -198	-0.1%	-$6.13K	0.62%	38
2023 Q1	$4.31M	Sell	139,081 -7,177	-5%	-$221K	0.67%	37
2022 Q4	$4.3M	Sell	146,258 -2,477	-2%	-$70.1K	0.7%	37
2022 Q3	$3.88M	Sell	148,735 -16,533	-10%	-$485K	0.71%	36
2022 Q2	$4.78M	Sell	165,268 -5,181	-3%	-$166K	0.73%	37
2022 Q1	$5.99M	Buy	170,449 +4,922	+3%	+$174K	0.81%	33
2021 Q4	$6.25M	Buy	+165,527	New	+$6.35M	0.82%	32

Other funds holding GWX

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

CIM

Capital Investment Management Lees Summit, Missouri $326M AUM

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

TCWM

Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return

RTD Financial Advisors's GWX Position: Q2 2026 in Review

RTD Financial Advisors reduced its State Street SPDR S&P International Small Cap ETF (GWX) stake by 0.59% in Q2 2026, selling an estimated $33.5K and leaving 124,894 shares worth $5.47M. The position accounts for 0.6% of the portfolio, ranked #39.

RTD Financial Advisors first reported a position in GWX in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.25M in Q4 2021. 84 funds tracked by Wall St. Rank hold GWX as of Q2 2026.

RTD Financial Advisors held 124,894 shares of State Street SPDR S&P International Small Cap ETF worth $5.47M as of Q2 2026.
RTD Financial Advisors sold 741 State Street SPDR S&P International Small Cap ETF shares in Q2 2026, an estimated $33.5K.
State Street SPDR S&P International Small Cap ETF made up 0.6% of RTD Financial Advisors's portfolio in Q2 2026, its #39 holding.
RTD Financial Advisors first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2021 and has held it in 19 quarters since.
RTD Financial Advisors's State Street SPDR S&P International Small Cap ETF position peaked at $6.25M in Q4 2021.
84 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.